The Cadiz Property Income Fund enables you to earn a regular, tax-efficient, annuity income – where the payments can increase each year and you can potentially earn unlimited capital growth from a property portfolio.

WHO THE PRODUCT MAY BE SUITABLE FOR

  • Any South-African resident (such as a natural person, retirement fund, trust or company) who needs an income and would like to grow their capital.
  • Individual investors who wish to take advantage of the favourable tax treatment of Section 10A of the Income Tax Act.
  • Retirement funds and non-profit companies who wish to make a tax-free investment.
  • Companies, close corporations, and trusts can invest, but they don’t benefit from the favourable tax treatment of Section 10A.

FEATURES

Provides investors with:

  • A monthly income that increases annually;
  • The ability to enjoy capital growth from a growing property portfolio
  • An open-ended investment with a re-investment bonus every five years
  • Minimal taxation on your annuity income

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